Storia della carriera di Cliff Weldon Draughn
Precedenti posizioni note di Cliff Weldon Draughn
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
BT Wealth Management LLC
 BT Wealth Management LLC Investment ManagersFinance BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles. | Fondatore | 01/01/2008 | 01/07/2022 |
| Membro del Comitato di Investimento | 01/01/2008 | 01/07/2022 | |
| Gestore di Portafoglio-Azioni | 01/01/2008 | 01/07/2022 | |
Excelsia, Inc.
 Excelsia, Inc. Investment ManagersFinance Founded in 2003, Excelsia, Inc. is a registered investment advisor located in Savannah, Georgia. | Responsabile della Conformità | - | - |
| Gestore di Portafoglio-Azioni | - | - | |
| Presidente | - | - |
Formazione di Cliff Weldon Draughn
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Posizioni
| Portfolio Manager-Equities | 2 |
| Compliance Officer | 1 |
| President | 1 |
Settori
| Finance | 3 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
BT Wealth Management LLC
BT Wealth Management LLC Investment ManagersFinance BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles. | Finance |
Excelsia, Inc.
Excelsia, Inc. Investment ManagersFinance Founded in 2003, Excelsia, Inc. is a registered investment advisor located in Savannah, Georgia. | Finance |
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